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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,500 | $88,117+56.0% | $164,928-16.6% | $74,400+84.8% |
| Participation rate | 97.7% | 73.1%+24.6pp | 78.6%+19.1pp | 67.2%+30.5pp |
| Annual return | 16.65% | 17.27%-0.6pp | 70.08%-53.4pp | 1367.51%-1350.9pp |
| Employer contribution / active EE | $19,216 | $2,596+640.1% | $4,343+342.4% | $2,624+632.2% |
| Participant deferral / active EE | $0 | $4,501-100.0% | $6,034-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,230-100.0% | $12,684-100.0% | $1,944-100.0% |